A complete list of active advisors currently associated with The Financial Grove LLC
Warmer can help you find a great advisor at The Financial Grove LLC or one who fits your needs even better.
The Financial Grove LLC is a fee-only, registered investment adviser operating as a solo practitioner that provides discretionary portfolio management and both ongoing and project-based financial planning to individuals, including high-net-worth clients. The firm also offers educational seminars and speaking engagements and coordinates with third-party professionals (attorneys, accountants, tax advisors, and insurance agents) when clients request or require additional services. The firm develops personalized investment policies and asset-allocation targets through client discussions about goals, risk tolerance, tax considerations, and family circumstances, then manages portfolios to those objectives. Its investment toolkit includes fundamental and cyclical analysis, modern portfolio theory, passive ETF and mutual fund strategies, and the option to incorporate socially responsible (ESG) considerations; clients may impose reasonable investment restrictions while granting the firm discretionary trading authority. Noteworthy for a small advisory practice with under $1 million in assets and roughly a dozen client relationships, the brochure describes services oriented toward business and institutional needs — including business planning, employee benefits optimization, and consulting for specific projects — and offers seminars that could support corporate, pension, or charitable clients. The firm requires custody through recommended custodians (Charles Schwab or Altruist), follows a formal Code of Ethics and CFP Board standards, and is led by a CFP®-certified principal who also serves as the firm’s chief compliance officer.
To learn more about the advisors currently working at The Financial Grove LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Somerville, MA
| 2
|
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